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Investor Economics

Targeting HNW Clients with Unitized Products: Pooled Funds and Beyond

The supply‐side analysis places emphasis on the evolution and current state of the unitized product shelf at selected fund competitors, with articulated strategies for growing their HNW footprint. Particular attention is paid to the availability of and growth in pooled fund offerings. As part of the research process for this report, Investor Economics has constructed a special database of pooled fund products (non‐PIC), which tracks selected prospectused and offering memorandum (OM) pools, including alternative pools, sold by intermediated advisors.


Report Information

  • Tags: high net worth, pooled funds

  • Date Posted: December 5, 2011